Universal Beteiligungs und Servicegesellschaft mbH Has $37.61 Million Stock Position in Zscaler, Inc. $ZS

Universal Beteiligungs und Servicegesellschaft mbH grew its stake in Zscaler, Inc. (NASDAQ:ZS) by 10.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 166,821 shares of the company’s stock after buying an additional 16,219 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Zscaler were worth $37,613,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in ZS. Groupama Asset Managment lifted its stake in shares of Zscaler by 76,352.6% in the 3rd quarter. Groupama Asset Managment now owns 4,750,000 shares of the company’s stock valued at $1,423,385,000 after purchasing an additional 4,743,787 shares during the period. AQR Capital Management LLC lifted its stake in shares of Zscaler by 61.8% in the 3rd quarter. AQR Capital Management LLC now owns 1,941,571 shares of the company’s stock valued at $576,083,000 after purchasing an additional 741,756 shares during the period. Vanguard Group Inc. lifted its stake in shares of Zscaler by 6.1% in the 3rd quarter. Vanguard Group Inc. now owns 11,367,903 shares of the company’s stock valued at $3,406,506,000 after purchasing an additional 652,771 shares during the period. Alyeska Investment Group L.P. acquired a new position in shares of Zscaler in the 3rd quarter valued at $109,440,000. Finally, Danica Pension Livsforsikringsaktieselskab acquired a new stake in Zscaler during the 3rd quarter worth $88,387,000. Institutional investors and hedge funds own 46.45% of the company’s stock.

Insider Buying and Selling at Zscaler

In related news, insider Robert Schlossman sold 2,263 shares of Zscaler stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $156.59, for a total transaction of $354,363.17. Following the completion of the transaction, the insider owned 72,390 shares in the company, valued at approximately $11,335,550.10. This trade represents a 3.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Raj Judge sold 2,488 shares of Zscaler stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $156.59, for a total value of $389,595.92. Following the transaction, the executive vice president owned 67,906 shares of the company’s stock, valued at $10,633,400.54. The trade was a 3.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 12,130 shares of company stock valued at $1,892,487 in the last three months. Corporate insiders own 17.20% of the company’s stock.

Zscaler Price Performance

Shares of NASDAQ ZS opened at $132.97 on Friday. The stock has a market capitalization of $21.38 billion, a price-to-earnings ratio of -316.60 and a beta of 1.12. The business has a 50-day moving average of $147.60 and a 200-day moving average of $217.58. The company has a debt-to-equity ratio of 0.78, a current ratio of 1.90 and a quick ratio of 1.90. Zscaler, Inc. has a fifty-two week low of $114.63 and a fifty-two week high of $336.99.

Zscaler (NASDAQ:ZS) last announced its quarterly earnings data on Thursday, February 26th. The company reported $1.01 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.12. The company had revenue of $815.75 million during the quarter, compared to analysts’ expectations of $798.92 million. Zscaler had a positive return on equity of 0.06% and a negative net margin of 2.25%.Zscaler’s revenue for the quarter was up 25.9% compared to the same quarter last year. During the same quarter last year, the company earned $0.78 EPS. Zscaler has set its Q3 2026 guidance at 1.000-1.010 EPS and its FY 2026 guidance at 3.990-4.020 EPS. As a group, sell-side analysts predict that Zscaler, Inc. will post -0.03 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts recently commented on the company. Piper Sandler dropped their price objective on Zscaler from $260.00 to $185.00 and set a “neutral” rating on the stock in a research note on Friday, February 27th. Rosenblatt Securities reaffirmed a “buy” rating and set a $280.00 price objective on shares of Zscaler in a research note on Tuesday, February 24th. Stephens dropped their price objective on Zscaler from $340.00 to $225.00 and set an “overweight” rating on the stock in a research note on Monday, February 23rd. JPMorgan Chase & Co. dropped their price objective on Zscaler from $354.00 to $267.00 and set an “overweight” rating on the stock in a research note on Friday, February 20th. Finally, Needham & Company LLC dropped their price objective on Zscaler from $310.00 to $180.00 and set a “buy” rating on the stock in a research note on Friday, February 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Zscaler has an average rating of “Moderate Buy” and an average price target of $265.58.

Zscaler Profile

Zscaler is a cloud security company that delivers a cloud-native platform to protect users, applications and data as organizations move away from traditional, network-centric security architectures. The company focuses on a zero trust approach that assumes no implicit trust for users or devices, providing secure access to the internet, SaaS applications and private applications regardless of where users are located. Zscaler positions its services as an alternative to legacy appliances and site-centric VPNs, aiming to simplify security while enabling modern, distributed workforces.

Key offerings are built around the Zscaler Zero Trust Exchange, a multi-tenant cloud platform that enforces security and access policies in-line.